See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,946 | $114,381-52.0% | $107,525-48.9% | $142,382-61.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 43.90% | 242.71%-198.8pp | 181.32%-137.4pp | 217.08%-173.2pp |
| Employer contribution / active EE | $13,687 | $4,015+240.9% | $3,754+264.6% | $4,299+218.4% |
| Participant deferral / active EE | $6,520 | $5,564+17.2% | $5,116+27.5% | $6,507+0.2% |
| Admin fee / account holder | $758 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |